HomeCompareJBFRX vs DIVO

JBFRX vs DIVO: Dividend Comparison 2026

JBFRX yields 4.47% · DIVO yields 6.62%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $4.2K in total portfolio value
10 years
JBFRX
JBFRX
● Live price
4.47%
Share price
$13.50
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$594.76
Full JBFRX calculator →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — JBFRX vs DIVO

📍 DIVO pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJBFRXDIVO
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, JBFRX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JBFRX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JBFRX
Annual income on $10K today (after 15% tax)
$379.69/yr
After 10yr DRIP, annual income (after tax)
$505.55/yr
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, DIVO beats the other by $351.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JBFRX + DIVO for your $10,000?

JBFRX: 50%DIVO: 50%
100% DIVO50/50100% JBFRX
Portfolio after 10yr
$28.9K
Annual income
$801.62/yr
Blended yield
2.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBFRX buys
0
DIVO buys
0
No recent congressional trades found for JBFRX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJBFRXDIVO
Forward yield4.47%6.62%
Annual dividend / share$0.60$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$31.0K
Annual income after 10y$594.76$1,008.47
Total dividends collected$5.2K$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JBFRX vs DIVO ($10,000, DRIP)

YearJBFRX PortfolioJBFRX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,147$446.69$11,362$661.96$215.00DIVO
2$12,392$465.34$12,860$702.91$468.00DIVO
3$13,743$483.49$14,504$743.56$761.00DIVO
4$15,206$501.12$16,303$783.73$1.1KDIVO
5$16,789$518.20$18,268$823.31$1.5KDIVO
6$18,499$534.70$20,408$862.17$1.9KDIVO
7$20,345$550.62$22,737$900.20$2.4KDIVO
8$22,335$565.93$25,266$937.31$2.9KDIVO
9$24,479$580.65$28,008$973.42$3.5KDIVO
10$26,787$594.76$30,977$1,008.47$4.2KDIVO

JBFRX vs DIVO: Complete Analysis 2026

JBFRXStock

The investment seeks a high level of current income consistent with prudent investment risk. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JBFRX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.